RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
1-Year Return
9.41%
This Quarter Return
+4.34%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$14.5M
(+9.3%)
Cap. Flow
+$7.77M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
79.74%
Holding
266
New
7
Increased
41
Reduced
34
Closed
41
Top Buys
Top Sells
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$694K |
| 2 |
Dimensional US Equity ETF
DFUS
|
$235K |
| 3 |
Dimensional US Small Cap Value ETF
DFSV
|
$189K |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$144K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$141K |
Sector Composition
| 1 | Technology | 3.03% |
| 2 | Consumer Discretionary | 0.6% |
| 3 | Financials | 0.44% |
| 4 | Consumer Staples | 0.43% |
| 5 | Communication Services | 0.41% |
